DR
DR

Devin Riley

3 Years of Experience
St. Louis, MO

Devin Riley is a registered investment advisor at Compass Retirement Group LLC, based in St. Louis, MO, with 3 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 766 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
766 clients
Average Client Portfolio
$146K average
Assets Under Management
$111.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

Compass Retirement Group offers investment management services where clients are billed an all-in fee that includes CRS's investment advisory fee, Orion Portfolio Solutions' platform fee, model manager fees (if applicable), and ETF strategist fees (if applicable). The CRS investment management fee ranges from 0.65% to 1.50% annually. Orion Platform Solution fees range from 0.20% to 1.00%. Fees are calculated as a percentage of assets under management based on the average daily balance and deducted monthly in arrears. CRS may negotiate alternative fees on a client-by-client basis.

Loading...

Location

10326 Old Olive Street Road, St. Louis, MO, 63141

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Compass Retirement Group LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
March 2023 - April 2024 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
February 2023 - April 2024 · 1 yr 2 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.